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This topic describes how to install the first machine to run BMC Capacity Optimization in a new setup. For more information, refer to the following sections:

Before you begin

Ensure that you have read through the Planning topic, and reviewed the Installation scenarios.

Installation options

The following options are available for installing the product:

  • Install using the cpit user: Follow the steps described in Preparing a host for installation, then continue with Installing the first machine. Some of the screens are available only when the installation is run using the root user.

  • Install using the root user: Follow the steps in the task below. You can use any existing user or create a new user for the product during installation. You can also enter the details required for setting up a shared repository.

    Note

    All steps marked with (tick) are available only if you run the installer using the root user.

Installing the first machine

Additional Information

A typical product install requires approximately 3 GB of available storage. The Data Warehouse aging configuration can be specified during installation and will impact the disk space required on the database server.

To install the first machine to run BMC Capacity Optimization in a new setup, perform the following task:

  1. Unzip and extract the installation files: In the temporary directory that you created, unzip and extract the installation archive by using the following commands.

    Unzip command with example

    Unzip:
    gunzip Capacity_Optimization_<ProdVer>_<OSver>_<Arch>.tar.gz

    Example:
    gunzip Capacity_Optimization_ver9.5_RHEL5_x86-64.tar.gz

    Extract command with example

    Extract:
    tar -xvf Capacity_Optimization_<ProdVer>_<OSver>_<Arch>.tar

    Example:
    tar -xvf Capacity_Optimization_ver9.5_RHEL5_x86-64.tar

    BMC recommends you to retain the installation archive if you plan on installing additional machines to your deployment.

  2. Change the directory: After extracting the installation files, change to the directory where you extracted the install files. For instance /BCO/Disk1.

  3. Set the DISPLAY environment: Set the DISPLAY environment correctly to enable the Installer UI to launch.

    ScenarioCommand
    If the machine has a local graphical console: Set the DISPLAY environment variable to start the installer UI locally.
    DISPLAY=<Local IP Address>:0.0
    export DISPLAY

    If the machine does not have a local graphical console: Set the DISPLAY environment variable to export to an XServer on a different workstation.

    Note: On the workstation used to display the UI, provide access grants to every incoming X window. If the workstation is a Linux machine, or running X over a bash shell for Windows, type the command xhost +

    DISPLAY=<WorkstationName>:0.0
    export DISPLAY
  4. Run the installation: At the shell prompt, type ./setup.sh and press Enter.

  5. Welcome screen and EULA: At the product installation Welcome screen, click Next. Agree to the End User License Agreement (EULA), and click Next again.

  6. Directory Selection: In the Directory Selection screen, type the installation directory (default: /opt/bmc/BCO) to which you want to install the product, or click Browse to select a directory on your system, and click Next.

    Avoid using the home directory of the user as the installation directory.
  7. (tick) Enter a username: In the BMC Capacity Optimization User screen, provide a username (new or existing user) for running the product after the installation, and click Next. The installer will not proceed with the default entry, root, in the username box.

  8. Select the installation step: In the Installation Step screen, select Install the first machine and click Next. (To install an additional machine, see Installing additional machines.)

  9. Select the type of installation: In the Select Install Setup Type screen, select any one of the following options and click Next.
    1. Typical Setup: Application Server: Install all Application Server components, including ETL engine for troubleshooting purposes.
    2. Custom Setup: Select the check box corresponding to the components you want to install.

      Typical Setup: Application Server
      ScreenDescription/options
      Web Server ConfigurationSelect a protocol to be used by the BMC Capacity Optimization console, and click Next.
      • HTTP - Select to use the HTTP protocol for transferring information. (Default Port: 8000)
      • HTTPS - Select to use the HTTP protocol over SSL for transferring information. (Default Port: 8443)

        The Apache Web server installed by BMC Capacity Optimization will be used to set up the encryption for HTTPS.

      (tick) Shared Repository ConfigurationSelect either of the configuration options, type the details as required, and click Next.
      • Local Repository: Select this option if you have a single Application Server.
      • Shared Repository:

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        Select any one of the following options, and enter the required information:

        • NFS: If you are mounting the repository folder from a network share through Network File Sharing.

          • Server: Name of the NFS server. For example, server1
          • Path: Address of the NFS server. For example, nfs://server1/share/path
        • CIFS: If you are mounting the repository folder from a network share through a Common Internet File System.
          • Shared URL: Address of the shared location in URL format.
          • User: Name of the user.
          • Password: User password.
          • Domain: Name of the domain to connect to.
      Oracle Database Information
































      Enter information for connecting to and configuring the Oracle database:
      • Oracle Client Home: Address of your Oracle client's Home directory.
      • Oracle Alias: Name of your Oracle Alias.

      Your Oracle database administrator should set up a database schema that will used by BMC Capacity Optimization. Use the information you filled in the installation worksheet.

      Select Database connection properties OR Custom JDBC connection URL (Advanced) for advanced settings.
      PropertyDescription
      Database connection properties
      Use SIDSelect either of the options to use the Oracle system ID or service name. Specify the details for the Oracle database instance that you Oracle database administrator created.
      Use Service Name
      Database Host NameName of the Oracle database host where the database schema is stored.
      Listener PortListener port number for the database. (Default: 1521)
      Custom JDBC connection URL (Advanced)
      JDBC URLJDBC URL of the Oracle database through which it is referenced.
      Syntax: jdbc:odbc:<data source name>
      Example: jdbc:odbc:ORABCO
      Select Proceed creating Database users and tablespaces OR Database users and tablespaces have been created externally for advanced settings.
      PropertyDescription
      Proceed creating Database users and tablespaces
      User NameName of the Oracle user setting up the database schema. This is either sys or another user that your Oracle database administrator has created for the purpose.
      PasswordPassword of the Oracle user that is setting up the database schema.
      Datafile Path

      Path where the Oracle datafile is saved by your Oracle database administrator.

      Some of the common ways to specify the datafile path are:

      • Specify an ASM (Automatic Storage Management) path. For example, +ORATBS1/bcoasm/datafile.
      • Specify a fully qualified path for the datafile stored on the BMC Capacity Optimization database server. For example, /apps/oracle/product/SID.
      • In a non-ASM environment, this path must exist on the Oracle database. Typically, the path should be changed from the default /opt/bmc/BCO path to a directory on the Oracle database side.

      Testing database connectivity
      Use sqlplus from the command line, and connect to the BMC Capacity Optimization  database as the sysuser.

      export ORACLE_HOME=[Oracle Client Home]
      export ORACLE_SID=[Oracle Alias]
      $ORACLE_HOME/bin/sqlplus sys@$ORACLE_SID AS SYSDBA

      Database users and tablespaces have been created externally
      Select this option if have already created database users and tablespaces for your database externally (manually).
      Testing database connectivity
      Use sqlplus from the command line, and connect to the BMC Capacity Optimization database as the [DB Owner]user.

      export ORACLE_HOME=[Oracle Client Home]
      export ORACLE_SID=[Oracle Alias]
      export DBUSR=[DB Owner]
      $ORACLE_HOME/bin/sqlplus $DBUSR@$ORACLE_SID

      Select Use default names for Database users and tablespaces OR Customize names for Database users and tablespaces for advanced settings.
      Use default names for Database users and tablespaces
      Select this option if you want to use the (default) database user names and tablespace names provided by BMC Capacity Optimization.
      Customize names for Database users and tablespaces
      PropertyDescription

      TNS Names File Location

      Location of tnsnames.ora, a configuration file that defines Oracle database addresses for establishing connections. It is normally located in /<Oracle Home>/network/admin.
      Catalog TablespaceName of the tablespace for the database Catalog.
      Catalog IndexName of the catalog index.

      Data Tablespace

      Name of the database tablespace where all the data is stored.

      Data Index

      Name of the data index.

      Views Tablespace

      Name of the tablespace where all database views is stored.

      Console Role

      Role of the database owner.

      DB Owner

      Name of the database owner.

      DB Owner Password

      Password of the database owner.

      Views Role

      The database role used by the console for storing view configuration.

      Views User Name

      Name of the database user used by the console for storing view configuration.

      Views Password

      Password of the database user used by the console for storing view configuration.

      Reports Role

      Name of the database role that the console uses to access data for Data Marts and Advanced Reporting public views.

      Reports User Name

      Name of the database user that console uses to access data for Data Marts and Advanced Reporting public views.

      Reports Password

      Password of the database user that console uses to access data for Data Marts and Advanced Reporting public views.
      Data Warehouse Aging Configuration


      Enter the following information and click Next.
      PropertyDescription
      Use default aging configurationUse the default setting for aging configuration, which is approximately 280 GB space for the database considering 5000 systems. This configuration allows you to import historical data from the last two months. 

      Modify default aging configuration

      Set the following Data Warehouse aging parameters for System Data and Business Driver Data. This aging configuration will affect the amount of storage used by the Data Warehouse.

      • Detail: Specify Detail values that will be summarized in months for System and Business Driver Data. Defaults are 2 and 4 months.
      • Hour: Specify Hourly values that will be summarized in months for System and Business Driver Data. Defaults are 6 and 12 months.
      • Day: Specify Daily values that will be summarized in months for System and Business Driver Data. Defaults are 12 and 24 months.
      • Month: Specify Monthly values that will be summarized in months for System and Business Driver Data. Defaults are 60 and 120 months.

      Note: The summary field below the parameter entry boxes will be updated with the actual total amount of storage that will be used by the DWH for 5000 systems, based on your custom values. This gives you a fair idea about your configuration.


      To finish a Typical Install on the first machine, go to Step 10.

      Custom Setup

      Custom Setup
      ScreenDescription/Options
      Select the Components




      Select any or all of the following components to install:
      ComponentDescription
      BMC Capacity Optimization 9.5.00 InstallationSelects all components. If you select this option, the installation is similar to a Typical install.

      Install Database Schema 9.5.00

      Install and set up the database schema.

      Install Application Server 9.5.00

      If you install the Web Server before installing Datahub, an error is displayed on the web console home page. The Application Server machine will stay in a suspended state until the Datahub is installed and registered in the database.

      Install the following Application Server components:
      • Install Web Server 9.5.00: Install the web server.
        Note: An Apache Web Server is installed, even if a server already exists.
      • Install Datahub 9.5.00: Install the BMC Capacity Optimization Datahub.
      • Install Primary Scheduler 9.5.00: Installs the Primary Scheduler.
      Install ETL Engine Server 9.5.00Install the following ETL Engine Server components:
      • Install ETL Engine 9.5.00: Install the ETL Engine.
      • Install Data Accumulator (Deprecated) 9.5.00: Install the Data Accumulator.
      Web Server ConfigurationThe task from this screen onwards (including this screen) is the same as that for performing a Typical Setup on the first machine.
  10. Installation Preview: In the Installation Preview screen, verify all the installation settings, and click Install.
    The installation can take up to 15 minutes to complete.

    For information on installer related error codes, see Working with error codes.

  11. Installation Summary: The Installation Summary screen tells you whether or not your installation was completed successfully. To view the installation log, click View Log on this screen, else proceed to Step 12.
  12. Click Done to exit the installer.

After you install the first machine

After you are done with installing the product on the first machine, you may want to add additional machines to your deployment. For more information, see Installing additional machines.

Where to go from here

Before you can start using the product, you must verify the installation and configure BMC Capacity Optimization.

Related topics

Verifying the installation

Installing additional machines

Installing silently

Working with installation error codes